4.94K
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07-04
49,000× More AI Tokens = Massive Tailwinds for $NVDA, NBIS & $MU
3 years ago, 5 trillion tokens were consumed per month. By 2030, $JPMorgan Chase(JPM)$ estimates 8 quadrillion tokens will be used per day so 49000x more. These 3 companies will benefit the most: 1. $NVIDIA(NVDA)$ Higher tokens/sec/GPU makes each GB300 more valuable per dollar spent better effective ROI for buyers, which reinforces continued capex cycles and pricing power. Also validates Nvidia's push toward system-level architecture (NVLink, rack-scale) since wideEP/disaggregation depends on high-bandwidth GPU-to-GPU interconnect, not just compute. 2. $Micron Technology(MU)$ / SK Hynix / $SanDisk Corp.(SNDK)$ (Memory suppl
7.12K
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07-03
Mid-Year Investing 2026: What Did You Miss in H1, and What’s on Your H2 Watchlist?
2026 is already halfway through, and the first half of the year has given investors plenty to talk about. AI remained one of the most important market themes, but the story kept expanding. It was no longer just about GPUs or mega-cap tech. Some stocks kept breaking new highs. Some names suddenly became market favorites after earnings. Some themes looked speculative at first, but continued to attract attention. And for many investors, H1 2026 probably came with at least one familiar feeling: “I saw it… but I didn’t buy it.” Maybe you watched an AI stock rally again and again. Maybe you hesitated before a semiconductor earnings report. Maybe you thought a nuclear or power stock had already gone too far. Maybe you sold too early and had to watch the stock keep climbing without you. At the sam
TOPShyon: My biggest H1 missed opportunity was $SanDisk Corp.(SNDK)$ . I noticed it early when the AI storage theme gained momentum, but I thought the stock was already overhyped and decided to wait for a pullback instead of chasing it. The pullback never came. Instead, SNDK rallied another 300%. It reminded me that strong AI themes can stay stronger for longer than expected. Even so, I won't be buying SNDK in H2 after such a huge move. I'd rather look for the next opportunity than chase yesterday's winner. For H2, my top watchlist pick is $Corning(GLW)$ , with $ServiceNow(NOW)$ as my backup. I'm also watching software leaders like ServiceNow and $Palantir Technologies Inc.(PLTR)$ . My biggest concern is a broad market pullback after the strong H1 rally, so I'll stay patient, wait for better entries, and continue to DCA into quality names. @Tiger_comments @TigerClub @TigerStars
6.66K
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07-01
$Intuit(INTU)$ I am betting that this will be my 2X/3X stock over the next 1 year. I hope I am right [Happy]
TOPSoftware stocks are absolutely out of the question
4.79K
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07-01
$SOXL 20260702 85.0 PUT$ 呢單job筍到爆。我覺得係莊家開錯價。我當然把握機會賺它一筆[贱笑] [贱笑] 。今晚結算準備收錢。唔平收足期權金[财迷]
SOXL PUT
07-01 21:35
US20260702 85.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.24 10Lot(s) | -- Closed |
6.37K
·
07-01
$SNDK 20260702 1750.0 PUT$ Closed early to materialise and collected 2k premium for this trade. Not to be greedy as the market is volatile.
SNDK PUT
07-01 21:41
US20260702 1750.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 3.23 1Lot(s) | +86.40% Closed |
TOPI was watching the SNDK put chain too, IV really popped there
7.97K
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07-01
$ORCL 20260710 140.0 PUT$ Dropped by more than half already since last year. Time to act before the shares recover. Setting a goal for Jul 2026: to collect more than $3,000 in premium (including premiums paid to close the options). June 2026: $1,721 Jul 2026 - Collected to date: $440
ORCL PUT
07-01 21:41
US20260710 140.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 2.85 1Lot(s) | +84.22% Holding |
TOPI sell ORCL puts too — 140 for 2.85 feels fine. You work out the cushion on that one?
4.61K
·
07-01
$Rocket Lab USA, Inc.(RKLB)$ 『財富階梯』撮要 本書是《持續買進》作者尼克・馬朱利（Nick Maggiulli）的新作，他以資料科學的大數據分析為基礎，把累積財富劃分成6個階梯，主張：**不同財富等級，要用完全不一樣的理財手段，不能一套投資策略用一輩子**。 --- #### 一、核心觀念 大多數人理財失敗，是因為用下一階段的做法處理當前階段的問題。 年輕人一上來就急著做高風險投資，有錢人卻還在拼命存錢，都是踩錯階梯。作者用海量歷史數據歸納出每一級財富的首要目標、開支管控、收入結構與投資配置，避開各階段常見陷阱。 #### 二、六大財富階梯與策略 1. **第1階梯：淨資產1萬美元以下（生存階段）** 首要任務是穩定現金流，先擺脫月光，建立應急備用金。此階段不該急於投資，重點是提高主動收入、削減浪費性開支，避免負債滾雪球。 2. **第2階梯：1萬～10萬美元（積蓄起步）** 開始累積第一桶金。優先償清高息債務，小額定投低成本指數基金；收入來源仍以薪水為主，試著發展副業拉高儲蓄率。 3. **第3階梯：10萬～100萬美元（財富快速爬升期）** 這是多數人財富增長最快的一級。一半心力放在提高職業收入、爭取加薪與跳槽漲薪，另一半做長期指數投資；適度配置少量成長型資產，不用過度分散。 4. **第4階梯：100萬～1000萬美元（財務自由門檻）** 薪水的重要性下降，資本增值成為主力。優化資產配置，搭建核心投資組合，同時做好保險與風險隔離，防止一次意外吃掉多年積蓄。 5. **第5階梯：1000萬～1億美元（守成階段）** 重心從「積極累積」轉為「穩固財富」。控制投資波動，降低高風險部位，開始規劃家族資產架構；同時處理富裕帶來的家庭問題，防範後代敗家。
RKLB
07-01 21:48
USRocket Lab USA, Inc.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Close | 103.00 30 | +3.90% Closed |
TOPThe difficulty of climbing up is increasing exponentially. The higher the level, the more it is necessary to switch from "actively making money" to "passively keeping money".
3.03K
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07-01
$BlackBerry(BB)$ QNX 各細分領域市佔率完整整理（2025–2026權威數據） QNX市佔差異極大，**車載安全域近乎獨佔、機器人仍屬高端細分、整體嵌入式RTOS約16%**，分領域拆解如下： ## 一、汽車領域（QNX基本盤，數據最權威） ### 1. 全球車載「安全關鍵RTOS」（ADAS、底盤、儀表、域控制器） - 整體份額：**35%–45%**（ABI Research、Fact.MR 2026） - 高端/歐美豪車安全域：高達**60%–65%**，接近事實獨佔；全球累計2.75億輛車搭載QNX - 多域中央控制器（新一代軟體定義車核心）：**48.6%**（Mordor 2025），行業第一 - ADAS高階自動駕駛底層系統：**68%**全球滲透率 - 中國智能車數位儀表盤單一細項：**71%**（2022國內數據，至今仍維持領先） ### 2. 車載娛樂中控（資訊娛樂域，競爭弱） 僅**18.4%**，此區由Android Automotive、開源Linux主導（合計65%以上） ### 3. 全域車載OS（含娛樂+安全全部車載系統） 整體規模口徑：QNX約**16.4%**，Linux體系（AGL、安卓車機）28.6% ## 二、全球通用商用硬實時RTOS整體市場（所有行業合計） 全球專業商用RTOS（排除免費FreeRTOS、純開源Linux）總份額： - QNX：**16%** - Wind River VxWorks：19%（航空國防更強） - Green Hills、Siemens Nucleus等剩餘合計65% ## 三、工業機器人、人形機器人領域（你重點關注賽道） 分兩個統計口徑，差異很大，要區分： 1. **全部機器人
TOP68% same as 30% – 35% first valuable moat
4.49K
·
07-01
$NFLX 20260717 70.0 PUT$ Earnings play Setting a goal for Jul 2026: to collect more than $3,000 in premium (including premiums paid to close the options). June 2026: $1,721 Jul 2026 - Collected to date: $1,180
TOPI sold Jul puts too, NFLX rent adds up fast
2.12K
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07-01
$Direxion Daily TSLA Bull 2X Shares(TSLL)$ $Direxion Daily TSLA Bull 2X Shares(TSLL)$ 這關鍵的1000股TSLL,令我將壓了超過一年的1100股釋放出來,股價從15.3拉低至14.6左近,最終更以14.86沽出,反敗為勝!套現不少资金 平民價格、巨星實力！解構TQQQ最難複製的投資魅力 投資市場向來現實，不少頂級資產向來「高高在上」，只屬於大戶專享。巴菲特旗下波克夏股價高得離譜，普通散戶只能遠觀；半導體巨頭ASML手握獨家光刻機專利，股價動輒千元以上，將無數小投資者擋在門外。就連不少熱門ETF也愈發「心高氣傲」，任由股價瘋狂膨脹，逐漸脫離大眾散戶。但在眾多高冷資產之中，TQQQ堪稱另類巨星，憑藉頂級實力、平民身價，成為市場最接地氣、最受散戶愛戴的槓桿ETF。 坊間常說，真正的頂流從來不倚仗身價擺架子，娛樂圈的劉德華如此，投資圈的TQQQ亦是如此。很多資產走紅後便脫離群眾，而TQQQ始終顧及普通散戶的持有能力，守住最珍貴的「觀眾緣」。過去十六年間，TQQQ先後完成八次拆細，每當股價攀升至大眾難以入手的高位，便主動調整價格，常年將股價穩定在數十美元的親民區間，讓每一位普通投資者都有機會入場持有，不再只能隔岸觀望。 頻繁拆細從不是單純的降價操作，更是TQQQ的長遠智慧。每一次拆細，都會迎來一批新的散戶粉絲，讓這隻ETF歷久彌新、永不過時。與此同時，拆細叠加納斯達克科技股的長期漲勢，讓TQQQ養成了「兩年倍翻」的隱性神話，溫和的入場門檻之下，藏著頂級的增值潛力，完美詮釋了「蔗渣咁嘅價錢，卻有燒鵝脾的味道」的
TSLL
07-01 22:39
USDirexion Daily TSLA Bull 2X Shares
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Close | 14.63 1,000 | -3.51% Closed |
7.85K
·
07-01
$Tesla Motors(TSLA)$ Sold a bit before the deliveries result. Still very long tesla and waiting for robotaxi rollout
TSLA
07-01 22:59
USTesla Motors
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Close | 426.00 20 | +29.01% Closed |
TOPI added yesterday too, robotaxi is the whole bet here
13.00K
·
07-02
$NVDA DIAGONAL 260701/260708 CALL 197.5/CALL 202.5$ Rolled up my strike price and still collected a premium Setting a goal for Jul 2026: to collect more than $3,000 in premium (including premiums paid to close the options). June 2026: $1,721 Jul 2026 - Collected to date: $1,272
NVDA Diagonal
07-02 02:35
US197.5/202.5
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Credit Close | -0.92 1 | -- Closed |
12.16K
·
07-02
$SpaceX(SPCX)$ I recently started collecting SPCX because I believe SpaceX is still in the early stages of a long-term growth story. The company has already built a dominant position in the commercial space industry through reusable rockets, while Starlink has become one of the world's fastest-growing satellite internet businesses. Another reason is diversification. Beyond launches and broadband, SpaceX has exposure to multiple high-growth markets, including defense, government contracts, direct-to-cell connectivity, and eventually Starship, which could unlock entirely new revenue opportunities over the next decade. I also like that SpaceX is benefiting from several powerful long-term trends at the same time. Global demand for satellite conne
TOPNice Sharing 😁 @DiAngel @Aqa @Barcode @JC888 @koolgal @SherniceXuan 2000
5.24K
·
07-02
$BYD COMPANY(01211)$ The founder personal character guide the company culture, that is the DNA of a company. Short term net profits are illusion, long term wealth is to invest in trusted company and believes in the company better future.
1.30K
·
07-02
$NVIDIA(NVDA)$ 減倉，多謝🙏 投資涉及風險，價格可升可跌，做好風險管理。 以上只是個人分享，不構成任何投資建議，本人亦非香港證監會合資格人士。
TOPI walked so fast as I added more 🙏
1.47K
·
07-02
$Micron Technology(MU)$ 減倉，多謝🙏 投資涉及風險，價格可升可跌，做好風險管理。 以上只是個人分享，不構成任何投資建議，本人亦非香港證監會合資格人士。
MU
07-02 14:17
USMicron Technology
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Close | 1,001.25 2 | -15.87% Closed |
TOPI added some beautiful light. It would be a pity to leave first
1.42K
·
07-02
$ALEBUND-B(09637)$ 尋日一度暴跌超過5成之上。我覺得係市場錯剎。公司無問題。所以係尾段我決定入市[贱笑]
TOPThe pipeline is really solid
1.74K
·
07-02
$LAIFUAL(03952)$ 尋日我分三次入左。呢注係接近全日最低位入。希望今日能回升。上市兩日都大跌。你真係垃圾黎架[喷血] [喷血]
TOP58.5 are all added, you can't stand it so quickly
3.86K
·
07-02
$SPDR Gold ETF(GLD)$ Start building a small position for gold. There is a theory that China and US may reprice gold. We'll see
GLD
07-02 15:54
USSPDR Gold ETF
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 373.17 25 | +1.46% Holding |
TOPAdded on the last dip too, gold repricing talk just makes me hold tighter
1.43K
·
07-02
$LULU 20260702 117.0 PUT$ Taking profit Setting a goal for Jul 2026: to collect more than $3,000 in premium (including premiums paid to close the options). June 2026: $1,721 Jul 2026 - Collected to date: $1,565
LULU PUT
07-02 22:17
US20260702 117.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Close | 0.54 1Lot(s) | +91.88% Closed |
TOPI rolled LULU puts too, that Jul pace looks on track lol